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Morgan Stanley
MS

Overview Fund Activity

1,702 hedge funds and large institutions have $146B invested in Morgan Stanley in 2021 Q4 according to their latest regulatory filings, with 243 funds opening new positions, 640 increasing their positions, 584 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,702
Holders Change
+125
Holders Change %
+7.93%
% of All Funds
26.29%
Holding in Top 10
47
Holding in Top 10 Change
-17
Holding in Top 10 Change %
-26.56%
% of All Funds
0.73%
New
243
Increased
640
Reduced
584
Closed
97
Calls
$2.44B
Puts
$5.26B
Net Calls
-$2.82B
Net Calls Change
-$561M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$725M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$365M
3
State Street
State Street
Massachusetts
+$266M
4
Capital International Investors
Capital International Investors
California
+$256M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$216M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.78B
2
BlackRock
BlackRock
New York
-$628M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$487M
4
GQG Partners
GQG Partners
Florida
-$329M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$270M
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
1401
Hall Capital Management
Rhode Island
$244K -$43.5K -444 -15%
ABC
1402
Associated Banc-Corp
Wisconsin
$244K -$42.4K -432 -15%
RMAM
1403
Raab & Moskowitz Asset Management
New Jersey
$244K -$8.33K -85 -3%
MTIC
1404
Missouri Trust & Investment Company
Missouri
$244K +$244K +2,490 New
CIC
1405
Cornercap Investment Counsel
Georgia
$240K -$151K -1,535 -39%
SBL
1406
Sargent Bickham Lagudis
Colorado
$240K – – –
RW
1407
REDW Wealth
New Mexico
$239K – – –
ES
1408
Eagle Strategies
New York
$239K +$239K +2,438 New
BTW
1409
Boston Trust Walden
Massachusetts
$238K – – –
CWM
1410
Chesapeake Wealth Management
Virginia
$238K – – –
PWA
1411
Primoris Wealth Advisors
Florida
$238K +$238K +2,429 New
MSAM
1412
Moloney Securities Asset Management
Missouri
$236K +$236K +2,406 New
CT
1413
Chicago Trust
Illinois
$235K -$72K -735 -23%
EA
1414
Ellsworth Advisors
Ohio
$235K – – –
IP
1415
Investment Partners
Ohio
$234K +$234K +2,388 New
IGGA
1416
Iron Gate Global Advisors
Utah
$233K -$3.61K -35 -2%
AIP
1417
Almanack Investment Partners
Pennsylvania
$232K +$27.1K +276 +13%
FC
1418
Forte Capital
New York
$231K +$1.96K +20 +0.9%
KS
1419
Karpas Strategies
Connecticut
$228K – – –
AC
1420
Alley Company
Illinois
$227K +$227K +2,314 New
GCC
1421
Game Creek Capital
Massachusetts
$226K -$31.9K -325 -12%
Hotchkis & Wiley Capital Management
1422
Hotchkis & Wiley Capital Management
California
$226K +$226K +2,300 New
RIA
1423
Richwood Investment Advisors
Ohio
$226K +$226K +2,302 New
MWM
1424
Mission Wealth Management
California
$225K +$225K +2,292 New
FZCM
1425
Flynn Zito Capital Management
New York
$225K +$225K +2,293 New
55 56
57
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